Written by Dalton Hopper, CFE, CVA As part of the 2017 Tax Cuts and Jobs Act, the gift and estate lifetime exclusion amount was raised and is currently set to
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An Introduction to Multi-Asset Investing By Daniel Phillips, CFA®, CFP® All investment decisions have an opportunity cost. There is always an alternative that could have yielded a different outcome. And
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Beyond Financial Planning and Investment Advice Written by Chase Boardman, BMSS Wesson Wealth Solutions Picture this. You sign up for a bodybuilding competition a few months from now. To prepare,
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